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Northwest Financial Advisors’s Visa V Stock Holding History

Northwest Financial Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,088
Closed -$713K – 97
2025
Q3 		$713K Hold
2,088
– – 0.92% 31
2025
Q2 		$741K Sell
2,088
-1,303
-38% -$454K 1.03% 29
2025
Q1 		$1.19M Hold
3,391
– – 0.99% 25
2024
Q4 		$1.07M Buy
3,391
+400
+13% +$120K 0.89% 28
2024
Q3 		$822K Sell
2,991
-26
-0.9% -$7.03K 0.65% 36
2024
Q2 		$792K Buy
3,017
+26
+0.9% +$7.13K 0.81% 30
2024
Q1 		$835K Hold
2,991
– – 0.92% 27
2023
Q4 		$779K Buy
+2,991
New +$737K 0.66% 30

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwest Financial Advisors's V Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Visa (V) in Q4 2025, closing a stake of 2,088 shares — an estimated $713K sold.

Northwest Financial Advisors first reported a position in V in Q4 2023 and held it in 8 quarters. The position peaked at $1.19M in Q1 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,088 Visa shares in Q4 2025, an estimated $713K.
  • Northwest Financial Advisors first reported a position in Visa in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's Visa position peaked at $1.19M in Q1 2025.
  • 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.